Callan Family Office LLC Acquires Shares of 30,679 Welltower Inc. $WELL

Callan Family Office LLC bought a new position in Welltower Inc. (NYSE:WELL) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 30,679 shares of the real estate investment trust’s stock, valued at approximately $6,963,000.

Several other hedge funds have also recently made changes to their positions in WELL. Brighton Jones LLC lifted its position in shares of Welltower by 7.1% during the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock valued at $527,000 after buying an additional 279 shares during the last quarter. Empowered Funds LLC increased its holdings in Welltower by 31.7% in the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after acquiring an additional 3,564 shares during the last quarter. Sivia Capital Partners LLC increased its holdings in Welltower by 7.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock worth $294,000 after acquiring an additional 127 shares during the last quarter. Baird Financial Group Inc. lifted its holdings in Welltower by 7.3% during the second quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock valued at $1,671,000 after purchasing an additional 735 shares during the last quarter. Finally, NewEdge Advisors LLC lifted its holdings in Welltower by 27.0% during the second quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock valued at $1,912,000 after purchasing an additional 2,641 shares during the last quarter. 94.80% of the stock is currently owned by institutional investors.

Welltower Stock Up 1.1%

Shares of NYSE WELL opened at $239.95 on Friday. Welltower Inc. has a 52 week low of $163.75 and a 52 week high of $255.20. The business has a 50-day simple moving average of $232.48 and a two-hundred day simple moving average of $215.83. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.37. The company has a market cap of $172.94 billion, a P/E ratio of 110.07, a P/E/G ratio of 1.14 and a beta of 0.76.

Welltower (NYSE:WELL) last posted its earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.05). Welltower had a net margin of 12.15% and a return on equity of 3.56%. The company had revenue of $3.54 billion for the quarter, compared to analysts’ expectations of $3.40 billion. During the same period in the previous year, the firm earned $1.28 EPS. The firm’s quarterly revenue was up 39.1% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Research analysts anticipate that Welltower Inc. will post 6.44 earnings per share for the current fiscal year.

Welltower Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, August 20th. Investors of record on Wednesday, August 12th were paid a dividend of $0.85 per share. This is an increase from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend was Wednesday, August 12th. Welltower’s dividend payout ratio is presently 155.96%.

Wall Street Analyst Weigh In

WELL has been the subject of several recent research reports. KeyCorp lifted their target price on shares of Welltower from $240.00 to $275.00 and gave the stock an “overweight” rating in a research note on Tuesday, August 4th. UBS Group upped their price target on shares of Welltower from $249.00 to $271.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. Evercore reaffirmed an “outperform” rating and issued a $260.00 price objective on shares of Welltower in a report on Thursday, July 30th. Raymond James Financial initiated coverage on shares of Welltower in a report on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 price objective for the company. Finally, Scotiabank lowered their target price on shares of Welltower from $248.00 to $232.00 and set a “sector outperform” rating on the stock in a report on Thursday, June 18th. Fourteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $246.11.

Welltower Profile

Welltower Inc (NYSE: WELL) is a real estate investment trust (REIT) that acquires and manages real estate serving the health care industry. The company specializes in healthcare infrastructure, owning and operating a diversified portfolio of senior housing, post-acute and long-term care communities, and outpatient medical properties. Welltower’s assets are designed to support the delivery of health care services through a combination of leased properties, joint ventures, and other capital arrangements with health care operators and providers.

The company’s property types include assisted living, memory care, independent living and skilled nursing facilities, as well as medical office buildings and other outpatient-care real estate such as ambulatory surgery centers and specialty clinics.